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12

Reviews

Total number of reviews

Reviewer opinions

100%

80%

60%

40%

20%

Communication

Knowledge & Expertise

Customer Care

Would recommend to others

About me

Sarah is a property investment specialist. Sarah’s area of interest is dealing with people in the accumulation stage of life. This is people looking to build their Wealth through different investments. She will work towards your life goals with you by putting a plan in place to support this. This involves putting strategies in place now that are going to enrich your life in the future. This may be through shares, managed funds, property or other investment vehicles. Whilst also reaching your wealth goals Sarah will ensure you and your family are protected and will ensure the service you receive from PY Financial services is a holistic one that takes into account all of your circumstances. It is never too early to start. Sarah launched her career as a Financial Planner in 2013 and attained an Advanced Diploma in Financial Planning in 2012 through Monarch Institute Melbourne. In 2014 she completed her accreditations to be a Self Managed Super Fund Advisor. Sarah joined the team at PY Financial Services in October 2013 after completing the AMP Horizons Academy in Sydney. Sarah has recently won AMP New Financial Planner of the Year Award 2014. Sarah believes you have to practice what you preach. That is why she is an avid property investor herself with a focus on building her portfolio yearly. Sarah is more than happy to share her personal experiences with investing with you.

Authored by me:

Reviews

5

out of 5 stars

10

1

0

0

0

Jayne

Under 35 years old

5

N/A

06 Nov 2015

details

Sandee

35-45 years old

5

"First and foremost, the thing that struck me was Sarah's fastidious homework - Sarah has always yearned for quantity and quality outlets to develop her knowledge within her role. It was exceptionally clear she recognised our personal and financial goals; had researched and had a concise understanding of what we wished to achieve.
Sarah had analyzed our personal alternatives thoroughly, confidently and explained in depth the positives and negatives options to ensure these were to cater and best fitted to our particular criteria. "

04 Nov 2015

details

Sarah

Under 35 years old

5

"At such a young age, Sarah is an absolute world of knowledge when it comes to the finance industry. She lives and breathes it! Not only is her amount of knowledge impressive, but she is so incredibly passionate about what she recommends. I could not recommend her enough as a financial planner and financial mentor."

04 Nov 2015

details

Steph

Under 35 years old

5

"Sarah is very professional but also very friendly. She has been very helpful since becoming my financial adviser a couple of years ago and will do anything she can to get the best outcome for me. I always recommend her to everyone and will continue to do so. Such an inspiring young lady."

04 Nov 2015

details

Chris

Under 35 years old

5

"I have been working with Sarah for a few years now. In that time she has helped me with an investment purchase and sorted my supers and insurance. Unfortunately in that time I had an accident and needed to make a claim on my income protection she put in place for me. Sarah took care of all the hard work. Highly recommended!"

04 Nov 2015

details

Stacey

Under 35 years old

5

"Sarah is helping me set up a property investment portfolio. As I am young and received an inheritance Sarah is helping to educate me on investing as we go with setting up a managed fund and property portfolio. Sarah is passionate and knows her stuff. She makes you excited about the possibilities."

04 Nov 2015

details

My Expertise

Borrowing

Budgeting

Complex Investments

Growing Assets

Insurance & Protection

Managing Debt

Margin Lending

Retirement Planning

Self Managed Super Funds

Socially Responsible Investments

Superannuation

Tax Strategies

Wills & Estate

Key information

Adviser rating

Platinum

Years Experience

6 Years

Highest qualification

Advanced Diploma of Financial Planning

Industry Memberships

0 total

Address

552a Stanley StreetAlbury, NSW, 2640

Location

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I'm committed to providing quality service and meeting your needs.

Ownership Structure

Company

Profolio

Licensee
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Top skills rated by customers

Jayne

Under 35 years old

5

N/A

06 Nov 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Sandee

35-45 years old

5

"First and foremost, the thing that struck me was Sarah's fastidious homework - Sarah has always yearned for quantity and quality outlets to develop her knowledge within her role. It was exceptionally clear she recognised our personal and financial goals; had researched and had a concise understanding of what we wished to achieve.
Sarah had analyzed our personal alternatives thoroughly, confidently and explained in depth the positives and negatives options to ensure these were to cater and best fitted to our particular criteria. "

04 Nov 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Sarah

Under 35 years old

5

"At such a young age, Sarah is an absolute world of knowledge when it comes to the finance industry. She lives and breathes it! Not only is her amount of knowledge impressive, but she is so incredibly passionate about what she recommends. I could not recommend her enough as a financial planner and financial mentor."

04 Nov 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Steph

Under 35 years old

5

"Sarah is very professional but also very friendly. She has been very helpful since becoming my financial adviser a couple of years ago and will do anything she can to get the best outcome for me. I always recommend her to everyone and will continue to do so. Such an inspiring young lady."

04 Nov 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Chris

Under 35 years old

5

"I have been working with Sarah for a few years now. In that time she has helped me with an investment purchase and sorted my supers and insurance. Unfortunately in that time I had an accident and needed to make a claim on my income protection she put in place for me. Sarah took care of all the hard work. Highly recommended!"

04 Nov 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Stacey

Under 35 years old

5

"Sarah is helping me set up a property investment portfolio. As I am young and received an inheritance Sarah is helping to educate me on investing as we go with setting up a managed fund and property portfolio. Sarah is passionate and knows her stuff. She makes you excited about the possibilities."

04 Nov 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Gaye

46-55 years old

5

"Sarah from Profolio helped me and my husband set goals for our retirement and put plans in place to help us get there. She was also the only advisor we found who understood property investment and could build that into our future plan. Highly recommended"

04 Nov 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

JAN

56-65 years old

5

N/A

26 Mar 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Anna

Under 35 years old

5

N/A

26 Mar 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

jen

46-55 years old

4.95

N/A

26 Mar 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Jeremy

Under 35 years old

5

"Sarah is great to talk and I find a good connection with and has helped me come along way with my money and investments and wouldn't be where I am today with out her I would recommend her to anyone she is excellent and so smart with financial stuff but is easy to understand and doesn't mind the million questions I have to ask over and over again.. Sarah number 1.. "

26 Mar 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Viela

Under 35 years old

4.71

N/A

26 Mar 2015

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Like to know more?

I'm committed to providing quality service and meeting your needs.

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I'm committed to providing quality service and meeting your needs.Please enter your details and some information about the services you need to help me give you the best possible response.

Aged Care

Borrowing

Budgeting

Cashflow & Income

Complex Investments

Defence Industry

Expat Finance

Government Assistance

Growing Assets

Insurance & Protection

Managing Debt

Margin Lending

Medical Industry

Property Investment

Retirement Planning

Self Managed Super Funds

Shares & Investments

Small Business Advice

Socially Responsible Investments

Superannuation

Tax Strategies

Wills & Estate

Women's Finance

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